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You are here: Manager factsheet

Matthew Russell
M&G UK, M&G Luxembourg S.A.
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Manager profile
Matthew Russell joined M&G is 2007 as a fund manager’s assistant covering the Wholesale Fixed Income fund range. Matthew was appointed fund manager of the M&G Short Dated Corporate Bond Strategy in September 2013, having served as deputy fund manager since 2011. Matthew has a BSc in economics from the University of Birmingham and is also a CFA charterholder.
Total return for Matthew Russell
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Matthew Russell

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Matthew Russell 4.8 5.4 -3.2 -2.0 4.5 3.3 0.2 1.1 6.4 0.8
Peer Group Composite 7.1 3.9 -11.9 -2.5 5.2 6.0 0.6 2.4 9.6 -0.3
Over / Under -2.3 1.5 8.7 0.5 -0.7 -2.7 -0.4 -1.3 -3.2 1.1
Performance vs peer group composite: Matthew Russell
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
M&G Short Dated Corporate Bond Lead manager UT Sterling Corporate Bond since Aug 31 2013 to present
M&G (Lux) Short Dated Corporate Bond Lead manager FO Fixed Int - EUR Short/ Medium Maturity since Oct 26 2018 to present
M&G UK Inflation Linked Corporate Bond Co-managed (deputy) UT Sterling Strategic Bond since Jul 01 2021 to present
M&G (Lux) Euro Corporate Bond Co-managed FO Fixed Int - EUR Corporate Bond since Jan 01 2024 to present
Funds managed previously
Fund Periods
M&G Gilt & Fixed Interest Income since Jul 06 2015 to Nov 01 2020
M&G Emerging Markets Bond since Aug 01 2012 to Aug 31 2015
M&G Short Dated Corporate Bond since Aug 01 2011 to Aug 30 2013
M&G Global Corporate Bond since Jun 30 2014 to Oct 01 2014
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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